At Limelight Health, we’re always looking for better ways to help you put paper in the past and automate your quote-to-enrollment process, so you can save time and stand out from the crowd. That’s why we’re excited to announce a sparkling fresh set of new features! These new features will allow you to customize and streamline your experience and get your clients what they need faster than ever before. We conducted a live training reviewing each of the features below. Watch a recording of the webinar here.
Take a look at what’s now available in our platform:
Enhanced Speed and Performance: You’ll now experience shorter wait times as plans load with lightning speed, and calculations are made behind the scenes.
WalkMe: A brand new navigation tool that’s layered over QuotePad to provide you with real-time, step-by-step help right when you need it.
Save Other Census Templates: Map it once, save it forever! If you frequently upload a specific census file for your groups, you can now map it once and save it to the Other Census templates. After it’s been saved, you can select your census template when uploading an Excel file and skip the mapping steps.
More Download and Upload Census Options: Your census can now be downloaded to your computer from the group’s Census screen in a variety of formats, including the QuotePad Census template, SAM Insurance template, and BCBSTX Insurance template.
Sorting Options for the Census: Each and every column header can now be used to sort the group. Organize the members by name, date of birth, ZIP Code, whatever works for you.
Level Funded Custom Plans: Enhancements have been made to the Plan Designer, so Level Funded plans can be presented in your proposal.
Group Linking: Instead of rebuilding groups over and over, use Group Linking to build renewal groups and copy the group census info.
Upload the SBC for Custom Plans: Enhanced Custom Plans allows you to load a carrier’s SBC PDF for your Custom Plans. Your PDF Package will include the SBCs you uploaded for Custom Plans right inside, so clients can see all the detail of selected plans.
Rename Quotes: You can select the name on any Quote Card and rename it. No more having to open a quote so the name can be changed.
Updated Group Navigation: The menu bar has a fresh new look and has been organized to enhance linear flow, with Profile and Census appearing first in the row.
Save/Cancel Buttons: You will find them at the bottom of the screen during quote creation for consistency.
Security Updates: We’ve included a bevy of new security features in this release. You’ll now be required to have a minimum password length and passwords will have an expiration period and restrictions on reuse. There’s a new lockout feature for unauthorized users after 6 failed login attempts as well as new restrictions for log info in production environments, caching of protected pages, more robust session expirations and more robust API authorization. Lastly, we’ve added row level security at the database level to keep your data safe and secure.
We’re thrilled to bring you these updates, and we want you to be able to get up to speed quickly. Schedule a 1:1 training with one of our customer success reps by clicking here.